See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,260 | $72,277-87.2% | $101,248-90.9% | $79,858-88.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 4.47% | 22.30%-17.8pp | 46.47%-42.0pp | 31.71%-27.2pp |
| Employer contribution / active EE | $1,629 | $2,692-39.5% | $3,660-55.5% | $2,471-34.1% |
| Participant deferral / active EE | $956 | $3,282-70.9% | $4,370-78.1% | $3,740-74.4% |
| Admin fee / account holder | $365 | $4,400-91.7% | $5,945-93.9% | $5,306-93.1% |